Revolutionizing How Financial Professionals Connect With Prospects

IFW Digital is transforming how financial professionals engage with prospects, turning them into clients to shape their retirement future with confidence and clarity.

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Revolutionizing Financial Advisor Connections with New Prospects!

IFW Digital is transforming how financial advisors engage with prospects, turning them into clients to shape their retirement future with confidence and clarity.

Ready to Get More Customers?

What’s The Secret?

Our process is an artful blend of attracting prospects with a specific intent to get their IFW Retirement Score from an IFW Certified Financial Professional through a streamlined process.

The Journey Begins

Potential prospects, brimming with interest or actively planning for retirement, find their way to us through live webinars, email campaigns, paid ads, social media, or organic search.

Lead Generation

When they purposefully fill out a form—whether to watch an educational webinar on improving their Retirement Score or to request their very own Retirement Score—their journey as a lead commences and is seamlessly transferred to your financial professional dashboard in real-time.

Nurturing with Care

Our dedicated call center kicks into action making regular calls on your behalf. At the same time IFW Digital’s personalized digital communications activate via emails, SMS messages and retargeting ad campaigns.

Appointment Generation

As a lead grows 'warm,' it's time for you to shine. Appointments are set from either the call center, digital communications, live webinar sign-ups or from you directly connecting with your prospects.
a. 1st Meeting Set: This is the introductory meeting where you (or your concierge) conduct the fact-finder for The Retirement Roadmap so you can provide the Retirement Score. The lead status in the CRM updates to 1st meeting set status.
b.Retirement Roadmap Review Meeting: From there the process continues to have a follow up meeting (Roadmap Review) and begin your journey to convert the prospect to a new client.

Real-Time Power

Stay in control and empowered 24/7 with real-time access. Your dashboard grants you easy access to your leads, ensuring that you can engage with them at your convenience, forging seamless connections.

Don’t Forget These Additional Perks! 

  • Re-enage past leads & prospects:  Have an old leads list from a past program or a stale data base of prospects and clients? We got you!  We will merge it all for you into the CRM and activate a communication campaign on your behalf to generate even more appointments!

  • Optional Concierge Service: Eliminate the hassles of confirmations, no-shows, rescheduling, or unqualified first appointments with our one-of-a-kind concierge service. You’ll have a completed fact-finder with a roadmap in hand, so you can focus on what you do best.
  • Elevates Your Expertise: Establish yourself as a financial expert even before the meeting.
  • Eliminates Pain Points: Say goodbye to no-shows, rescheduling, or unqualified appointments.
  • Teamwork for Success: Your concierge is your dedicated partner in achieving success. Their success is tied to yours.
  • Pay for Results: You only pay when a meeting happens with a qualified and completed fact-finder.

Our creative strategies are designed to attract prospects interested in improving their Retirement Score and guide them on a journey to make informed choices, paving the way for a fulfilling retirement. Join us and experience the difference!

Why Do Financial Professionals Rave About Our Concierge Service?

Dedicated Concierge Service